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Commercial Lines Account Executive

2 months ago


Lakeville, United States Roger Keith Sons Ins Agency Inc Full time
Position Overview

Join a reputable insurance agency as we seek a dedicated Commercial Lines Account Executive to enhance our team. At Roger Keith Sons Insurance Agency Inc, we value a collaborative environment and are in search of an individual who embodies a commitment to excellence in customer service.

As a Commercial Lines Account Executive, you will play a crucial role in delivering tailored insurance solutions to our clients, ensuring their assets are well-protected. Your expertise in building strong relationships and maintaining a professional demeanor will be essential in fostering trust and loyalty among our clientele.


Key Benefits

We offer a competitive compensation package that reflects your experience, including:

  • Commission Opportunities
  • Professional Development Programs
  • Career Advancement Prospects
  • Bonus Incentives
  • Comprehensive Health Insurance
  • Supplemental Insurance Options
  • Paid Holidays and Sick Days
  • Paid Vacation Days
  • Support for Licensing and Continuing Education
  • 401k Plan with Company Contributions
  • Paid Time Off (PTO)
  • Life and Disability Insurance
  • Standard Monday to Friday Work Schedule

Core Responsibilities
  • Manage a diverse portfolio of Commercial Lines clients and their respective policies.
  • Build and maintain strong client relationships to ensure high account retention rates.
  • Address client inquiries, resolve issues, and follow up to guarantee satisfaction.
  • Prepare insurance quotes, manage renewals, and create customer proposals.
  • Process endorsements, issue necessary insurance documentation, and assist clients with claims.
  • Utilize each client interaction as an opportunity for education and potential upselling.

Qualifications
  • Possession of a Property & Casualty License is required, or willingness to obtain one within the first year of employment.
  • 3-5 years of experience in Commercial Lines, preferably within an independent agency.
  • Proficient in computer and technical skills; experience with AMS 360 is advantageous.
  • Strong written and verbal communication abilities.
  • Detail-oriented with effective prioritization and multitasking skills.
  • Ability to work autonomously while being a collaborative team player.
  • Self-motivated with a drive for success.